Microsoft® Excel Getting Started – Stage 1

Half-day course (3 hours)

About this course

This lively half-day course is the first-step in becoming proficient in Excel. It concentrates on the core skills required to ensure you can confidently create and make modifications to worksheets. Basic calculations using formulas are included. Follow along with the trainer as you become proficient at creating effective worksheets.

Follow on with our half-day course ‘Excel – A step up from Introduction’ to complete your introduction to Excel.

If you are looking for an introduction course that includes time to complete practical exercises please refer to our full day course Excel Essential Skills.

Please note: We specialise in delivering this course in-house to small groups or individuals. We don’t run scheduled public courses.

Who should attend?

This course is aimed at people who will be creating or updating Excel worksheets in a business environment. This course is definitely for you if …

  • You are new to Excel
  • You make minor updates to existing files and would now like to learn how to create worksheets from scratch
  • You haven’t used Excel for a while and would like a refresher course

Prerequisite

Proficiency in using the Microsoft® Windows environment, a mouse and keyboard

Learning objectives

This hands-on rapid course takes you through creating an expenses workbook.

You will learn how to layout the worksheet, add calculations, insert additional data, quickly apply formatting to give the worksheet a professional look, preview and print the worksheet.

By the end of this course you should be able to confidently:

  • Move around the Excel screen
  • Insert and edit data in a worksheet
  • Create basic calculations
  • Apply formatting to enhance the presentation of the data
  • Set the page options to ensure the worksheet prints correctly
  • Preview and print the worksheet

Attendance Certificate

Need proof of your Continuing Professional Development (CPD)? On completion of the session, by request, we will send you a “Certificate of Attendance” confirming your participation and the duration of the training session.

Course Content

Getting Started

  • Starting Excel and opening a workbook
  • Working with the Excel Ribbon and tabs
  • Working with sheet tabs – inserting and renaming
  • Selecting cells and cell ranges

Entering data

  • Entering and deleting data
  • Adjusting column width and row height
  • Copying data using AutoFill
  • Quick keys to move quickly around the worksheet and workbook

File operations

  • Saving a workbook
  • Creating a new workbook
  • Closing a workbook

Creating calculations

  • Creating formulas
  • Understanding why and when to include brackets
  • Editing calculations
  • Using the SUM
  • Calculating percentages and GST

Modifying the worksheet

  • Making changes to the data
  • Inserting, deleting and hiding rows and columns
  • Moving and copying data
  • Moving and copying worksheets
  • Copying calculations

Formatting the worksheet

  • Adding colour and borders
  • Applying currency, percentage and comma formats
  • Changing the alignment of data
  • How to remove formatting from cells

Selecting suitable Page Setup options

  • Changing the page from portrait to landscape
  • Selecting suitable margins
  • Using the Scaling options

Printing in Excel

  • Previewing the worksheet before printing
  • Setting a print area
  • Printing the worksheet(s)

Course Duration

Workshop delivery consists of 3 hours hands-on tuition. Please note the duration is set for a maximum of 12 people. Individual coaching can be customised to suit. Please contact us to discuss.

Price

Price varies depending on numbers attending. Please contact us for a quote.

Need more information? Contact us today!

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Microsoft® Excel a Step Up from Introduction – Stage 2

Half-day course (3 hours)

About this course

This lively half-day course is the second-step in becoming proficient in Excel. It focuses on teaching the smart ways to quickly update, analyse and format Excel data. Follow along with the trainer as you become proficient at creating effective worksheets.

This is the next step on from our half-day course ‘Excel – Getting Started’.

If you are looking for an introduction course that includes time to complete practical exercises please refer to our full day courses Excel Essential Skills.

Please note: We specialise in delivering this course in-house to small groups or individuals. We don’t run scheduled public courses.

Who should attend?

This course is suitable for anyone who is already knowledgeable in the topics covered in our “Excel – Getting Started course and is the next step to becoming a proficient user of Excel. This course is definitely for you if …

  • You want to be confident in writing complex calculations
  • You want to learn the most popular Excel functions and features that will allow you to understand how others have created calculations in shared workbooks
  • You want to reduce time spent cross-referencing and updating your data
  • You want to learn how to use Excel functions to save time sorting, filtering and analysing data

Prerequisite

This course is designed for people who are proficient at using the Microsoft® Windows environment, a mouse and keyboard and who already have the essential skills needed to create, format, edit, save and print an Excel workbook. This includes the ability to create basic formulas and use the SUM function.

Learning objectives

This hands-on rapid course takes you through the most popular time-saving features of Excel. Practice files are supplied for use during the training and for use post-training, allowing you the opportunity to repeat the exercises again in your own time.

By the end of this course you should be able to confidently:

  • Understand how to fix complex formulas when you don’t receive the result you had expected
  • Save time by updating data using grouping and linking between worksheets and workbooks
  • Sort and Filter large lists of data using advanced sorting features
  • Save time cross-referencing and fixing errors using Logical Functions

Course Content

Dealing with unexpected results

  • Quick refresher on creating calculations in Excel
  • Understand why calculations can be displayed incorrectly.
  • Following the BEDMAS rule.
  • Learn quick tips for copying calculations; absolute addressing and named ranges

Working with data lists

  • Freezing titles so that they are still seen while scrolling
  • Prepare the data for sorting and filtering
  • Sort lists of data
  • Apply sorting levels (a sort within a sort)
  • Instantly insert sub-total and total rows to a table of sorted data
  • AutoFilter – using criteria to filter lists
  • Filtering tricks that save you time

Working with multiple worksheets/workbooks

  • Saving and formatting multiple worksheets at once
  • Copy and move data between worksheets and workbooks
  • Link information held in one worksheet to another
  • Link information between workbooks

Time saving functions

  • Learn how to insert, write and get help on functions in Excel
  • Find averages, highest value and lowest value using AVERAGE, MAX and MIN
  • Count how many items are in a range using the COUNT family of functions
  • Perform calculations only if a set criteria is met using the IF function
  • Total a range, but only include in the total values that met a set criteria using SUMIF
  • Work with ranges that contain errors using the IFERROR function

Attendance Certificate

Need proof of your Continuing Professional Development (CPD)? On completion of the session, by request, we will send you a “Certificate of Attendance” confirming your participation and the duration of the training session.

Course Duration

Workshop delivery consists of 3 hours hands-on tuition. Please note the duration is set for a maximum of 12 people. Individual coaching can be customised to suit. Please contact us to discuss.

Price

Price varies depending on numbers attending. Please contact us for a quote.

Need more information? Contact us today!

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Microsoft® Excel Essential Skills – Stage 1

Full day course (6 hours)

About this course

This full-day course has been designed as an introduction to creating Microsoft® Excel worksheets. The aim is to ensure you gain a good grounding in all skills needed to create worksheets that are both professional in look and design. Basic calculations using formulas and functions are included.

Please note: We specialise in delivering this course in-house to small groups or individuals. We don’t run scheduled public courses.

Who should attend?

This course is aimed at people who will be creating or updating Excel worksheets in a business environment. This course is definitely for you if …

  • You are new to Excel
  • You make minor updates to existing files and would now like to learn how to create worksheets from scratch
  • You haven’t used Excel for a while and would like a refresher course

Prerequisite

Proficiency in using the Microsoft® Windows environment, a mouse and keyboard

Learning objectives

This hands-on course takes learners through creating a travel expenses workbook.

You will learn how to layout the expense sheet, add calculations, insert additional data, quickly apply formatting to give the worksheet a professional look, copy the worksheet to another sheet tab, link data between the sheets, analyse a large list of data using sorting and filtering, preview and print the worksheet.

Additional exercises and practice files are supplied for use during the training and for use post-training, allowing you the opportunity to repeat the exercises again in your own time.

By the end of this course you should be able to confidently:

  • Move around the Excel screen
  • Insert and edit data in a worksheet
  • Create basic calculations using formulas and functions
  • Apply borders and colour to enhance the presentation of the data
  • Set the page options to ensure the worksheet prints correctly
  • Print the worksheet
  • Sort and Filter large lists of data

Attendance Certificate

Need proof of your Continuing Professional Development (CPD)? On completion of the session, by request, we will send you a “Certificate of Attendance” confirming your participation and the duration of the training session.

Course Duration

Workshop delivery consists of 6 hours hands-on tuition. Please note the duration is set for a maximum of 12 people. Individual coaching can be customised to suit. Please contact us to discuss.

Course Content

Getting Started

  • Starting Excel and opening a workbook
  • Working with the Excel Ribbon and tabs
  • Working with sheet tabs – inserting and renaming
  • Selecting cells and cell ranges

Entering data

  • Entering and deleting data
  • Adjusting column width and row height
  • Copying data using AutoFill and AutoComplete
  • Quick keys to move quickly around the worksheet and workbook
  • Spell Checking

File operations

  • Saving a workbook (.xlsx files)
  • Working with files in Compatibility Mode format
  • Creating a new workbook
  • Closing a workbook

Creating calculations

  • Creating formulas
  • Understanding why and when to include brackets
  • Editing calculations
  • Using the SUM, AVERAGE, MAX, MIN and COUNT functions

Modifying the worksheet

  • Making changes to the data
  • Inserting, deleting and hiding rows and columns
  • Moving and copying data
  • Creating Links between worksheets
  • Moving and copying worksheets
  • Copying calculations

Formatting the worksheet

  • Adding colour and borders
  • Applying currency, percentage and comma formats
  • Changing the alignment of data
  • How to remove formatting from cells

Selecting suitable Page Setup options

  • Changing the page from portrait to landscape
  • Selecting suitable margins
  • Using the Scaling options

Printing in Excel

  • Previewing the worksheet before printing
  • Setting a print area and print titles
  • Printing the worksheet(s)

Sort and Filter data

  • Sort data alphabetically and numerically
  • Apply filters to only display data that meets a set criteria
  • Copy, delete and format filtered data

Price

Price varies depending on the numbers attending. Please contact us for a quote.

Need more information? Contact us today!

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Microsoft® Excel Time Saving Features – Stage 2

Full day course (6 hours)

About this course

This full-day course introduces Excel features that save you time. It is designed primarily for those who spend many hours formatting and updating data in worksheets. If you use Excel often but find you seem to be spending way too much time getting the results you require, this is the course for you.

Please note: We specialise in delivering this course in-house to small groups or individuals. We don’t run scheduled public courses.

Who should attend?

This course is aimed at a person who is already proficient in the fundamentals of using Excel.

This course is definitely for you if …

  • You want to learn the Excel functions and features that will reduce time spent formatting and updating your data.
  • You want to learn how to use Excel functions to save time calculating and analysing data
  • You want to learn the Excel features that allow you quickly group and analyse your data
  • You want to create worksheets that will be shared with others

Prerequisite

Proficiency in creating, formatting, editing, saving and printing an Excel workbook. This includes the ability to create basic formulas and use the SUM function.

Learning objectives

This hands-on course takes learners through the time-saving features of Excel. Exercises and practice files are supplied for use during the training and for use post-training, allowing learners the opportunity to repeat the exercises again in their own time.

By the end of this course you should be able to confidently:

  • Organise, extract and subtotal lists of data using Sort, Filter and Subtotals
  • Deal with unexpected results when creating and copying calculations
  • Save time and reduce errors using logical and date functions
  • Change the formatting of data that meets a set criteria using conditional formatting
  • Learn shortcuts to move, copy and link information between worksheets and workbooks
  • Manipulate the view to easily work with multiple worksheets and large tables of data
  • Set the page options to print Headers and Footers and column and row headings on each page
  • Create and use macros to cut down on processing time

Attendance Certificate

Need proof of your Continuing Professional Development (CPD)? On completion of the session, by request, we will send you a “Certificate of Attendance” confirming your participation and the duration of the training session.

Course Content

Working with tables of data

  • Learn basic layout standards before using the data management and analysis tools in Excel
  • Sort lists of data, including apply sorting levels (a sort within a sort)
  • Instantly insert sub-total and total rows to a table of sorted data
  • AutoFilter -using criteria to filter lists
  • Filtering tricks that save you time
  • Inserting the SUBTOTAL function to display only a total for filtered data

Dealing with unexpected results

  • Understanding why calculations can be displayed incorrectly
  • Learn quick tips for copying calculations; absolute addressing and named ranges

Time Saving functions

  • Perform calculations only if a set criteria is met using the IF, SUMIF, COUNTIF and IFERROR functions
  • Use Date functions to save time

Conditional formats

  • Identify data that meets a set criteria using Conditional Formatting
  • Highlight duplicate and unique data
  • Manage Conditional Formatting Rules
  • Remove Conditional Formatting

Multiple worksheets/workbooks

  • Grouping worksheets to save time formatting, updating and printing
  • Tips on copying and moving data between worksheets and workbooks
  • Link information held in one worksheet to another
  • Link information between workbooks

Workbook display

  • Work with multiple workbooks within the same window or across multiple screens
  • Freeze headings so that they are visible as you scroll down or across
  • Setting headings to print at the top of every page
  • Insert Headers and Footers

An introduction to macros
Please note: macro programming and VBA are not covered

  • Recording and running a macro
  • Benefits of storing the macro in the workbook vs in your Personal macro workbook
  • Create buttons in your workbook to run the macro
  • Assign your macro to a button on the Quick Access Toolbar
  • Deleting macros

Course Duration

Workshop delivery consists of 6 hours hands-on tuition. Please note the duration is set for a maximum of 12 people. Individual coaching can be customised to suit. Please contact us to discuss.

Price

Price varies depending on the  training method. Please contact us for a quote.

Need more information? Contact us today!

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Microsoft® Excel Data Cleaning and Reporting – Stage 3

Full day course (6 hours)

About this course

This course has been designed to introduce the features of Excel that assist you to save time formatting, referencing and reporting on large data lists.

The aim is to ensure you gain a good grounding in preparing data and then creating reports using Pivot Tables and Pivot Charts.

Please note: We specialise in delivering this course in-house to small groups or individuals. We don’t run scheduled public courses.

Who should attend?

This course is aimed at people who would like to learn how to use Pivot Tables and Charts to analyse and report on large data lists. This course is definitely for you if …

  • You want to create reports from csv or txt files imported into Excel
  • You find yourself spending a lot of time reformatted data before it can be useful
  • You want to learn how to cross-reference and update data using Lookup functions
  • You want to learn how to quickly consolidate and analyse data into meaningful reports

Prerequisite

Proficiency in creating, formatting, editing, saving and printing an Excel workbook. This includes the ability to create formulas and insert functions.

Learning objectives

This hands-on course takes learners through the creation of several Pivot Table reports and Pivot Charts. You are led through opening and preparing a Sales Data file.

Functions are used to clean the data and get it fit for Pivot Tables. Using Lookup functions product and customer codes are replaced with real product and customer names. The Table feature is then covered to show dynamic ranges. Finally you are shown how to create powerful reports using Pivot Tables and Pivot Charts.

By the end of this course you should be able to confidently:

  • Control how delimited files are imported into Excel
  • Use functions and formatting to prepare data so that it’s fit for analysis and reporting
  • Pull information from other worksheets using Lookup functions
  • Pull information from other data sources using external data links
  • Use the Table feature to create a dynamic data range
  • Create reports using Pivot Tables and Pivot Charts

Attendance Certificate

Need proof of your Continuing Professional Development (CPD)? On completion of the session, by request, we will send you a “Certificate of Attendance” confirming your participation and the duration of the training session.

Course Content

Importing data files into Excel

  • Opening csv and txt files in Excel
  • Retaining data formats
  • Excluding unwanted data

Preparing data for reporting

  • Removing unwanted spaces and empty cells
  • Changing numbers formatted as text back to numbers
  • Identifying and removing duplicate records
  • Using functions to include only the data you require

Cross-referencing to other data lists

  • Using the VLOOKUP, MATCH and INDEX functions to match and pull data from another data list into the data table you want to Pivot
  • Breaking links to the source data

Working with data ranges

  • Creating and using Named ranges in formulas
  • Creating dynamic data ranges using the Table feature
  • Using Table ranges in calculations

Creating Pivot Tables

  • Ensuring your data is fit for pivoting
  • Understanding the Pivot Table cache
  • Changing the layout and formatting of the report
  • Sorting, filtering and ranking the data
  • Inserting Slicers (and Timelines in Excel 2013 and 2016 only)
  • Showing or hiding Grand Totals and Sub Totals
  • Grouping data by value and date
  • Creating calculations within the Pivot Table area
  • Identifying data that meets a set criteria using Conditional Formatting
  • Display values as percentages of totals
  • Refreshing and resetting the source data
  • Working with multiple data cache

Creating Pivot Charts

  • Creating a Pivot Table fit for charting
  • Utilising Recommended Charts (2013 and 2016 only)
  • Understanding the relationship between Pivot Tables and Charts
  • Formatting the chart
  • Changing the layout of the chart
  • Copying the Chart

Course Duration

Workshop delivery consists of 6 hours hands-on tuition. Please note the duration is set for a maximum of 12 people. Individual coaching can be customised to suit. Please contact us to discuss.

Price

Price varies depending on the training method. Please contact us for a quote.

Need more information? Contact us today!

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